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CNBC
Feb 21, 2013 4:00pm EST
hewlett-packard, given its global nature of the rest of the world, europe, still very slow, but china a bit of a rebound, and, maria, the u.s. doing okay. again, hewlett-packard better than anticipated. >> all right, david, thank you. stay right there. we're going to bring in david garrity and roger kay of end point technologies associates. good to see everybody. thanks for joining us. want to point out aig numbers are also out, and i want to tell our viewers that there is stock to buy in aig after the close tonight. just spoke with the market-maker there, so we're watching that story as well as this story. hewlett-packard though is the focus right now. david garrity, what's your take on the quarter? >> the earnings multiple for the company, single digits, a five handle. i mean, here's a company. it's great and wonderful that they are doing better in terms of businesses that are losing share in the overall computing market, and it's thighs to see that they are getting some positive margin surprises, but the fact of the matter is hewlett-packard was initially thought to be an innovator a
CNBC
Feb 11, 2013 4:00pm EST
. >> i'm glad you mentioned manufacturing, gene. apple outsources thousands of jobs to china. it is also right now the main facility, the fox con facility as i'm sure you're aware has major human rights questions about how the workers are treated. that's where i was going with that, gene. it was interesting that apple's ceo tim cook was chosen given the thousands of jobs outsourced to china. >> well, you know, we have all sorts of people. we sometimes have republican members in our box. we have ceos in our box. it doesn't mean we agree with every single thing they believe in or everything they company does. but they did make an announcement recently that they will create maps in the united states. and we want to give encourage to any company whenever possible to manufacture in thenitis. we think the economics work more in the favor of bringing jobs back. >> but that's not what they're doing. >> and we want to encourage that. >> it's just a start, but we'd like to start to become a trend for apple and other companies. that will be something the president, you know, has addressed and
CNBC
Feb 4, 2013 4:00pm EST
investing. even overseas investing. china. that fxi was also on the weak side. what was the gainers? well, it's the risk off trade stox. the bond funds did well. and people who were investing in shorting the stock market like the sds did well today. finally is this the start of a consolidation flat lining? we don't know. but the vix moved up. i'd say right now 1% decline -- 100 point decline after a thousand-point move still pretty small. i think we have to wait for another 300 or 400 points before we get concerned. >>> automatic spending cuts looming large and will occur in less than a month without some kind of d.c. deal. here's what president obama had to say about spending and taxes last night on cbs news before the super bowl. >> there is no doubt we need additional revenue. coupled with smart spending reductions in order to bring down our deficit. and we can do it in a gradual way. >> so what does smart spending cuts mean? judd gregg is co-chair of the fix the debt campaign. robert reich is from the university of california at berkeley and author of "beyond outrage." both are
CNBC
Feb 7, 2013 4:00pm EST
momma tout you to buy low and sell high. it's down 75%. the trade with china is booming. i hope i'm buying low and selling high. >> how long do you think this lasts in japan? a lot of momentum going on there. >> yeah, i know. that's the problem. a lot of momentum and i'm not very good at short-term trading. why couldn't it double? why couldn't it go to 20,000 if he prints a lot of money. the yen may collapse but the stock market could go to 20,000. >> because of the valuation that we're talking about. >> he's printing money. he said unlimited. when you throw a lot of money out window, maria, somebody catches some of it. there's the wisdom tree has a whole etf, called an etf. >> yes, yes. >> dxj. >> which is neutral on the currency. >> yeah. >> that's a great way to play japan. >> they hedge out the currency. let me ask you about rates in this country because some people are worried in fact they will start to see rates creeping up. we'll see fast and furious. is that what you would expect? >> i'm short bonds. short the 30-year bond. >> when would that happen, jim, come on, this year,
CNBC
Feb 19, 2013 4:00pm EST
market equities are finally going to start to come back here as we finally see china rebound. >> that's the issue. mike, the economy looks and feels better, but you can't really point to any stunning reverse al that would support the move higher extecept the federal government hasn't created anything that will stop the stalemate. in sequestration comes along with other signs, for example, that the consumer is flagging and whether the walmart news could be extrapolated or not, that's your risk here. i would also point out that we were here in the past two years at this point of the year. you were basically on the air more in 2011 and 2012, the majority of your upside for the year. i don't think you can expect this kind of inching ahead. up 3% over the last four weeks, feels like 10% if you're betting against the market. sitting there with an upward bias with a little bit every day it's not good work. >> we just want to get to the dell numbers, 40 sent a share versus an estimate of 39 cents. jon fortt with the breakdown of the quarter and then back to the broader markets. >> re
CNBC
Feb 28, 2013 4:00pm EST
involved in the big pullback and that's an indicator of global growth slowing, and if china is slowing, then they will have to react and stimulate. they have $1 trillion of u.s. assets which they can monetize to grow their economy so the bet is that china stimulates and you've got to own freeport. >> what stocks are on your watch list. >> real right now one of the ones you talked about, ibm and procter & gamble and also goldman sachs. we've seen leadership out of those names. there's hey lot of momentum in them. really the three key sectors. finance, consumers, and also on the industrial side. any language, any news from those companies that would break that trend would lead the market to begin to question its footing, and that might then appropriate tate something that, you know, would derail this rally so right now we're keying on those, basically looking for any indications that the trend is not holding intact. >> so why those names? is it because these are deep, liquid, multi-national names and why ibm, for example. >> well, really if you look at what businesses are spendin
CNBC
Feb 27, 2013 4:00pm EST
from apple's depreciating stock price to its strong sales growth in china and its focus on making great products, but apple didn't really discuss what it will do with its $137 billion in cash that it has on its books keeping many investors wondering if an increase in dividend or a share repurchase is in the near future. the stock ending the day in near territory. >> let's get more perspective from the apple experts. ron winier owns 37,000 shares of apple. gentlemen, good to see you on the program. thanks so much for joining us. >> do you buy it? >> yeah. i do buy it. i think today was a non-event, and i think that's maybe why the stock is down, but i do think apple is a shareholder friendly company. if you look at the dividend deal almost 2.5% and it's far greater than a lot of it in the space and i think investors need to keep in mind it was march of last year that they declared for the first time and give apple some time and i think we'll get further return of cash to share holders. >> ron, what do you think? want apple to move away from the extreme cash position so what's your
CNBC
Feb 26, 2013 4:00pm EST
the money back. how about expanding the money share. how about sitting with china mobile. can't make a deal because they are worried about subsidies. they are getting hurt over there becauses prooit prices are too high. how about an iphone mini or iphone 5s. samsung has a new device coming out and will kill them off europe in europe. >> mostly invested in apple because for ten years i've owned all their products and it worries me when the value guys are circling. will the chicago plaque hawks win a game? they are 16-0. >> we get the answer to that? >> that was during the commercial. >> i was saying to scott, will they lose at all, i'm not sure because but a lot, i want to say congratulations to the chicago black headaches, coach quinn veel and the whole team amazing. >> don't give a shoutiot to jonathan toews and patrick kane. >> i've got to keep going here. >> all right. >> dan carleso. >> hate all of you guys. our co-left of the day will be with us and then we'll talk about where the risk is. some say it's hard to find evidence in a housing downturn. >> and later in it's no often t
CNBC
Feb 25, 2013 4:00pm EST
. they were talking about italy earlier. but china is also restating worries that they've overstayed it over there and they're cooling down. you throw in sequestration, there's a lot of reasons for guys to step back here and lighten the load a bit. >> gordon, peter costa just said he's licking his chops as this market goes lower. this is a buying opportunity for him. he can't wait to get more stock in his portfolio. >> of all the guys on the floor, peter is one of them. i respect that. nonetheless --. >> are you skeptical of this? are you going to subscribe to the buy on the dips mentality here? >> the fact of the matter here is still driving equities higher. as long as there's the appetite here to continue to take credit at these levels. you know the equities will be following. because what are the corporations going to do with all that money? a few other things. they're going to be mna. which we've seen examples of 37 and they're going to be looking to buy back their own stock. those are going to be the floors on it. until something major changes. but the thing you're seeing here toda
CNBC
Feb 5, 2013 4:00pm EST
printed to 70, so all in all we think that the global markets are healing and china is getting better and europe is getting better and greece is off the table and draghi will speak this week. >> right. >> things continue to be positive. >> mike -- >> i'm not sure china is getting better. >> you don't think china is getting better. >> just look at yum earnings. >> according to bmi china is getting better. >> expectations are too high. just for what it's worth in china. >> all right. let's -- >> how about europe? mike, does europe become front page news again? where are these markets? a couple of cat lifts on the horizon, italian elections and debt coming due for spain? >> what we saw yesterday is that the threshold is pretty low for people to start getting nervous again about europe because we don't have the depth of confidence that the european central bank is really all in and means the same thing that it means over here with the fed, so i do think there's a possibility for a surprise there because it's really been off the front pages for a while. i mean, i'm mostly concerned when it
CNBC
Feb 1, 2013 4:00pm EST
. maria, you said before to herb, don't fight the fed. it's working, clearly. now you also have china doing a little bit better, 50 on the pmi overnight. europe had the best pmi in nine month. not everything is per forgets and i certainly think we'll see a volatility, but everybody is talking about a correction, and i think at the end of the day the facts are things are getting better. oh, by the way, earnings are running at about 5%. that's different from the third quarter when we saw negative 5%. i would say earnings are not decelerating, actually in the bottoming process and headed higher. >> what about that, scott? you said it is decelerating. >> earnings are only going to be up about 5% this yore. we're at that point of the psych. i think that all the things that stephanie mentioned are true, but all that means to me is that the economy is moving ahead at 2%, 2.5% growth rate. that's nothing to write home about. you know, valuations aren't going to be pushed up higher on a pe basis when you've got, you know, you're expected 2%, 2.5% growth. nobody is going to run up these bes big
Search Results 0 to 10 of about 11